Paladin Advisory Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Hold |
1,078
| – | – | 0.11% | 99 |
|
|
2025
Q1 | $162K | Hold |
1,078
| – | – | 0.13% | 92 |
|
|
2024
Q4 | $164K | Sell |
1,078
-129
| -11% | -$19.6K | 0.13% | 94 |
|
|
2024
Q3 | $205K | Hold |
1,207
| – | – | 0.15% | 83 |
|
|
2024
Q2 | $197K | Sell |
1,207
-82
| -6% | -$13.4K | 0.15% | 82 |
|
|
2024
Q1 | $223K | Hold |
1,289
| – | – | 0.18% | 79 |
|
|
2023
Q4 | $219K | Sell |
1,289
-25
| -2% | -$4.25K | 0.18% | 79 |
|
|
2023
Q3 | $223K | Hold |
1,314
| – | – | 0.19% | 85 |
|
|
2023
Q2 | $243K | Hold |
1,314
| – | – | 0.2% | 82 |
|
|
2023
Q1 | $240K | Buy |
+1,314
| New | +$240K | 0.2% | 85 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 173 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 174 |
|
|
2022
Q2 | – | Sell |
-1,314
| Closed | -$223K | – | 174 |
|
|
2022
Q1 | $223K | Buy |
+1,314
| New | +$223K | 0.18% | 92 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 169 |
|